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FIRM PROFILE
Overview
SCHLITT INVESTOR SERVICES, INC. is located at 1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867 and was first established at Florida, Florida in 10/31/1984. After operating for 41 years, SCHLITT INVESTOR SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SCHLITT INVESTOR SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. SCHLITT INVESTOR SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SCHLITT INVESTOR SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SCHLITT INVESTOR SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SCHLITT INVESTOR SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SCHLITT INVESTOR SERVICES, INC. Comes From
Understanding the Statistics for SCHLITT INVESTOR SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Small
(772) 567-1188
Florida since 10/31/1984
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at SCHLITT INVESTOR SERVICES, INC.
Jeffrey Michael Schlitt
Michael Francis Tupek MR.
Vincent Michael Terhune
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